Documents
Opening Document Method
With Thread, users can choose a default method for opening Microsoft documents. Users can choose to open Microsoft documents in a web browser or in the desktop application (Word, Excel etc.), by default. Change the default way of opening Microsoft ...
Assigning Documents to Users
When you need your colleagues to complete any action for a document, you can assign the document to one or multiple users, creating a document review task for them. In the task, you can provide details of what is required, when this action is due, ...
Restoring Previous Versions of Documents
If you have changed or edited a document and would like to restore it to its previous version, or if you need to send an older version of a document to a colleague or client, you can do this easily on Thread. 1. Search for a document name in the ...
Bundle Editor / Generator
Using our Bundle Generator, you can add multiple matter documents and emails to a bundle, and generate a bundle document in minutes, with automatic table of contents and page numbering. Create a Bundle and add Sections 1. In the left pane of your ...
Copying Matter Documents
With Thread, you can easily copy documents across different matters and make copies of a document within the same matter. Copying Documents Across Matters If you want to copy a matter document to another matter on Thread, you can copy it directly ...
Bundle Page Numbering
When creating a bundle in Thread, you can choose from many options for showing page numbers in the bundle document. Please follow the steps here to first create a bundle. Once you are ready to generate the bundle, select one of the page numbering ...
Scanned Items
Thread allows you to upload scanned items and assign them to matters, users, and contacts. Scanned documents can be viewed in the Scanned Items tab of your Thread page. You can also have the scanned items sync automatically from your scanner by ...
Client Connect – Giving Access to Customers
You can choose any of the matter contacts to give them access to the matter within the customer portal. Customers will be sent an email with a link to the portal where they can view the details of the matter you have given them access to, as well as ...
Viewing Matter Documents by Type
In the Documents tab, you can filter items based on the type. This way, you can view all matter notes or scanned documents within a matter, for example. 1. Click on Matters in the left pane of Thread. 2. Search for your matter in the search bar ...
Viewing Documents Uploaded by Customer via Client Connect
When a customer uploads a document to the portal, it will appear within the Documents section under Client Connect tab, as well as within the Documents of the matter. To view the uploaded document(s) from the customer: 1. Click on Client Connect. ...
Client Connect - Sharing Documents with Customers
With Client Connect, Thread users can now share matter documents with their customers and allow customers to upload any documents directly to a matter. Sharing Documents with Customers 1. Go to Client Connect within the matter. 2. Under ...
Client Connect - Internal Notifications
You can choose which Thread users should be notified when new activity has occurred in Client Connect. The Matter Owner will be notified by default; however, you can change this using the steps below. Notifications will be received when an external ...
Client Connect - Overview
Client Connect allows your clients and partners to stay informed and exchange documents on your matters from anywhere, at any time. Once you provide portal access to an external contact, they will receive an email inviting them to access the ...
Creating a Matter Note
You can create a quick note on any matter on Thread, that you can view in the Documents page. This could include notes from a meeting with a client or information about the progress of a case, for example. 1. Click on Matters in the left pane of ...
Column Options on Matter Documents Page
With the column options in a matter documents page, you can amend, add or remove columns depending on what is most relevant to you. Amending Columns for Matter Documents Page 1. Click Matters on the left pane of Thread and click the matter name. 2. ...
Document Folders
If you are used to organizing documents into folders, you can continue this practice easily with Thread. The Folder feature allows users to create folders for all matter documents. Users can then choose to view matter documents based on their ...
Import documents from OneDrive folder
If you have documents within your OneDrive that you wish to add to a matter, you can easily do this by clicking the drop-down arrow beside + Document then select Upload from OneDrive. Once you click this, a pop-up window will open with your OneDrive ...
Uploading Scanned Items directly to Matters
1. First locate the scanned folder on your device e.g. (C:) drive or (P:) drive 2. Select View then Preview pane (to ensure that you can see a preview of your scanned items) You can also click Show and select Use check boxes to make selecting ...
Generating Documents from Templates
Once you have installed the Thread Template Designer and have created some templates to be used on Thread, you can easily generate documents directly from a matter. You can choose to send one copy of the document per recipient or generate a document ...
Uploading Documents to Matters
1. Click on Matters in the left pane of Thread and go to the desired matter. 2. Go to the Documents tab on the top pane. 3. Click the drop-down arrow and select Upload from computer to upload a document. Or drag and drop a document from your ...
Creating Word Documents
You can quickly create a document in a matter on the matter Documents page. This can be edited later to include more details if necessary. 1. Click on Matters in the left pane of Thread and go to the desired matter. 2. In the Documents tab, click + ...
Matter Documents - Overview
All matter documents are easily accessible in your matter Documents tab, where they can be further edited. Here you can create new documents, add matter notes or Generate Documents from Templates (you must have Templates already set up in your ...